Old model
Companies write contracts, sign contracts, and then separately interpret those contracts through rulesets applied against orders. That creates two sources of truth: the contract and the ruleset.
CONTRACT IQ PLATFORM
Contract IQ flips the script on commission management.
Instead of maintaining one source of truth in signed contracts and another in separate commission rules, Contract IQ makes the contract itself operational.
Contract IQ
Commission Cycle
01
Contracts
Active terms
02
Rulepacks
Effective dated
03
Engine
Explainable math
04
Outputs
Finance ready
Audit trail linked
Exceptions visible
Payroll package ready
PLATFORM FLOW
From agreements to auditable outcomes
Contract IQ model
The contract is the source of truth. Agreements become executable, auditable logic applied directly to orders, so commissions are not interpreted after the fact; they are the contract applied to orders. That logic produces explainable commissions, finance reporting, and payroll-ready outcomes.
Contracts & Amendments
Rulepacks
Commission Engine
Statements / Finance / Payroll
OPERATING MODEL
One commission language for every team
Sales Leadership
Every commission has a clear explanation.
Sales Operations
Manage complex compensation plans without spreadsheet chaos.
Finance
The authoritative source for commission accounting.
Payroll
Deliver payroll-ready commission outcomes with confidence.
Executive Leadership
Compensation governance that scales with growth.
CORE CAPABILITIES
Built for contract-governed commission operations
Contract Intelligence
Turn agreement language, amendments, and effective dates into structured operating context.
Rulepack Governance
Manage the policy layer that controls rates, eligibility, exceptions, and period behavior.
Explainable Commission Statements
Show reps and managers the source evidence behind each commission outcome.
Finance & Accrual Reporting
Separate runtime expectations, source-of-record history, accruals, and reconciliation evidence.
Exception Management
Surface missing orders, recovery items, policy gaps, and manual adjustment workflows.
Audit & Reconciliation
Connect calculations, approvals, historical evidence, and payroll readiness in one trail.
DEPLOYMENT FLEXIBILITY
Enterprise Flexibility Without Enterprise Complexity
Contract IQ delivers modern commission management and contract intelligence with the deployment flexibility required by enterprise organizations.
Contract IQ gives organizations the freedom to deploy where their security, compliance, and operational requirements demand.
One platform. One rule engine. Multiple deployment options.
Shared SaaS
Fastest time to value with a fully managed Contract IQ environment and automatic platform updates.
Dedicated Private Cloud / Single-Tenant Hosting
Isolated infrastructure for organizations that need dedicated hosting and enhanced security controls.
Customer-Managed On-Premises
Deploy inside the customer environment with full control of infrastructure and data governance.
Same platform across every deployment model
- Same rule engine
- Same workflows
- Same reporting
TRUST FOUNDATION
Commission outcomes your teams can defend
- Explainable calculations
- Contract-driven logic
- Historical traceability
- Effective-dated rule management
- Finance-grade reconciliation
- Payroll-ready outputs
PRICING
Simple, transparent Contract IQ pricing
List pricing is designed for enterprise teams that want contract-governed commission operations with clear annual user pricing.
INCLUDED
What the list price supports
Contract-governed commission operations
Structure agreement terms, amendments, effective dates, and operating policy in one commission workflow.
Explainable commission outcomes
Connect calculations, statements, exceptions, and finance review to the source evidence behind each result.
Finance-ready controls
Support reconciliation, accrual context, audit visibility, and payroll package preparation from governed commission data.
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Contract IQ
Clutch Solutions
Rep Context
Rep Commission Dashboard
People-first commission summary for reps, statements, exceptions, and payroll readiness.
| Rep | Statement Status | Current Period Commission | Open Exceptions | Orders | Ready for Payroll | Attainment | Last Updated | Statement |
|---|
Compensation Inbox
Case-driven starting point for rep questions, investigations, exception escalations, and reconciliation findings.
| Case ID | Rep | Period | Status | Priority | Owner | Resolution Type | Linked Statement | Linked Adjustment | Last Updated |
|---|
Closed-Won CRO Dashboard
Closed-won revenue, GP, margin, customer, team, and rep performance. Open pipeline and payment operations are excluded.
Yield Per Rep
Normalized order GP and revenue yield across Salesforce and VarCom for AE, ISR, SE, and BDR contributors. Role attribution is read-only and excludes open pipeline and payment operations.
Revenue Goals
Company Closed-Won GP targets used by the CRO Dashboard.
Closed-Won GP Target
Create a new company target or select a configured target below to edit it.
Configured Targets
| Period | Status | Target | Floor | Stretch | Source | Actions |
|---|
Sales Ramp
Rep-specific 30/60/90 ramp plans, milestone targets, actuals, and manager reviews.
Ramp Plan
Assign Ramp Plan
Ramp Plans
Assignments
Ramp Assignment Details
CFO Order-to-Cash Waterfall
Follow a booking-month cohort from booked revenue through fulfillment, invoicing, cash collection, supplier exposure, and commission payment.
Revenue recognition requires confirmed shipment; supplier invoice receipt is the fallback when shipment evidence is unavailable. Actual, forecast, and missing evidence remain separate.
Order Evidence and Cash Timing
Contractual customer invoice due dates are the forecast baseline; observed payment behavior is shown as a labeled adjustment.
| Order | Customer | Booked Revenue | Shipment | Supplier Invoice | Customer Invoice | Revenue Recognition | Customer Cash | Supplier Cash | Gross Margin | Commission |
|---|
Finance Commission Dashboard
Period liability, rep rollups, and cross-rep order lookup. Forecast exposure is separate from payroll-ready and historical paid amounts.
Closed
Payroll
Statements
Blocking Issues
Variance
| Rep | Selected Period Paid Evidence | Ready Commission | Manual Adjustments | RMA / Clawback / Recovery | Net Payable | Scheduled Future | Pending Forecast | Statement |
|---|
Order Evidence & Recommended Action
Runtime order evidence shown here is filtered by rulepack coverage. Imported source-of-record periods use ledger/payment evidence instead of actionable runtime rows.
| SO | Customer | Rep | Status | Runtime / Authoritative | Forecast | Period | Recommended Action | Evidence | Statement |
|---|
Commission Payment Forecast
Will Pay Commission
Closed Pending Qualification
Held / Review
Forecast Detail
| Order | Rep | Customer | Forecast Month | Category | Estimate | Payment / Shipment Evidence | Source / Eligibility | Reason |
|---|
Rep Overview
Contract and rulepack-derived rep commission inputs. In the Contracts workspace, this is the applied terms view.
ISR/SE Support
Support participation, opt-out window, and review status.
Active Rule Pack
RulePack JSON remains the canonical executable policy. This Policy View is generated read-only output.
Generate Rule Pack
Import Rule Pack JSON
Certify + Activate Rule Pack
Commission Authority
Configure the rulepack-backed commission payment system of record cutover.
Identity & Authority Coverage
Trace active salespeople and historical periods from stored source through canonical identity, contract linkage, approved evidence, reconciliation, and runtime authority.
People and contract linkage
| Person | Role | Identity | Contract | Documents |
|---|
Tracking and shared-contract administration
Contract compensation components
Historical payment authority by period
| Period | Status | Stored files | Payment detail | Approved payees | Reconciled |
|---|
Historical Statement Import Window
Configure the active Spiff rep-statement evidence window used by historical upload policy validation.
Uploaded File History
Persistent history across Data Imports and uploaded contract documents. Newest uploads appear first.
Monthly Source Data Import
VarCom ISR Mapping
Workbook-sourced rep to ISR assignments and active monthly or yearly overrides.
People & Org Structure Import
Upload a ZIP of people, teams, pods, manager assignments, sales roles, and hire/termination dates. Supported files are CSV, XLSX, and XLSM using the standard people/org assignment layout.
Historical Commission / Payment Statement Import
Upload historical commission or payment statement evidence for reconciliation. Imported rows do not become payable rows automatically.
Historical Rep Statement Import
Validation Runner
Commission Statement
Rep-facing statement rows for the selected period. Historical imports, audit variances, and future readiness are separate finance workflows.
Upcoming Earnings & Estimates
Scheduled or estimated future earnings. These rows are not historical payroll evidence and are not audit variances.
Ask a Question
| Line Item | Expected Period | Status | Submitted |
|---|
Closed Periods
Historical month records after payroll closure. Closed months do not show open-action banners.
Legacy Paid
Imported
Locked
Payroll Final
| Month | Status | Payment Source | Payroll Complete | Open Questions | Open Cases | Open Exceptions | Pending Adjustments |
|---|
| Source | Period | Payment Date | Rep | Order | Amount | Match | Evidence |
|---|
Audit & Variance Queue
Finance/Admin review of Contract IQ expected commission versus historical payment evidence. Variances are audit findings until dispositioned.
Variance Detected
Needs Review
Correction Proposed
| Issue | Scope | Status | Rep | Order | Lifecycle | Original Period | Payment Period | Difference | Action | Actions |
|---|
Operational Financial Exceptions
Finance/Admin tracking for source-system financial issues that are not corrected in Salesforce.
Operational Readiness
Not Payment SOR
Manual Adjustment Required
Salesforce customer payment evidence is operational readiness evidence only. It is not payment SOR authority.
This console does not create, approve, post, export, or pay adjustments.
| Type | Status | Priority | Sales Order | Variance | Expected Impact | Payment Readiness | Supplier Invoice | Updated / Opened | Actions |
|---|
Create GP Variance
Initial intake for margin or amount variance cases that need operational evidence before adjustment work.
Exception Detail
Payment readiness, linked adjustment references, source/evidence metadata, and append-only event history.
Select an operational exception to review lifecycle history.
Compensation Corrections
Finance review and scheduling workflow for missed-payment exceptions, recovered, reassigned, clawback, and payroll correction cases.
Detected
Approved
Scheduled
Paid
| Root Cause | Lifecycle | Rep | Order | Customer | Expected | Paid Evidence | Delta | Source Period | Normal Payable | Recovery Target Payroll | Source Evidence | Next Action | Actions |
|---|
Payroll Readiness
Operational queue for commissions expected to enter payroll cycles. This is separate from audit variances and historical payment imports.
Ready for Payroll
Scheduled Future
Held
Forecast Only
| Order | Rep | Customer | Status | Payable / Target Period | Source / Eligibility | Estimate | Reason | Actions |
|---|
Historical Compensation Authority
Finance/Admin approval workflow for non-contract compensation authority, including policy, historical practice, Finance exceptions, executive approvals, and review-required gaps. Contract authority remains contract-backed evidence.
Historical Compensation Authority
| Rep | Authority Type | Authority Source | Approval Status | Effective Dates | Calculation Formula | Beneficiary Scope | Operational Status | Contract Backed | Contract Gap | Confidence | Version | Actions |
|---|
Referral Reconciliation
| Order | Statement Period | Expected | Manual Amount | Variance | Status | Authority Type | Authority Source |
|---|
Compensation Authority Governance
| Authority | Authority Type | Authority Source | Approval Status | Operational Status | Contract Backed | Contract Gap | Addendum |
|---|
| Draft Addendum | Type | Status | Executed | Activates Contract Authority | Actions |
|---|
Compensation Changes
Single search surface for data issues, commission corrections, true-ups, manual adjustments, clawbacks, and bonus payments.
Cut-over Reconciliation Review
Review every pre-CIQ variance against legacy payment evidence. Creating a draft does not affect statements or payroll; use the existing submit, approve, and post lifecycle only after validation.
| Status | Issue | Rep | Order | Earned Period | Legacy Paid | CIQ Expected | Variance | Evidence | Action |
|---|
| ID | Type | Rep | Period | Status | Approval | Amount | Owner | Linked Case | Source |
|---|
Reassign Credit
| # | Status | Rep | Period | Order | Amount | Schedule | Reason | Actions |
|---|
Employee Referrals
Refer a candidate and track their hiring and GP qualification status.
| Candidate | Position | Status | Hire Date | Award | Submitted | Actions |
|---|
HR and Finance Review
Validate a hire, evaluate canonical GP, approve a qualified award, or post it to payroll.
Select an operational action from the referral table below. Payroll posting will request a payroll reference and idempotency key.
Incentive Programs
Configuration, preview leaderboards, and audit history for competitions, qualifications, recognition programs, and campaigns.
Incentive Setup Wizard
Build the right target workflow first: company revenue goals, participant incentive programs, or rep-specific sales ramp goals.
Program
Version Configuration
Programs
| Name | Type | Status | Window | Version | Last Run | Actions |
|---|
Leaderboard
| Rank | Rep | Status | Qualified Accounts | GP | Revenue | Projected Award | Details |
|---|
Excluded Participants
| Rep | Status | Reason | Details |
|---|
Audit
| When | Event | Actor | Run |
|---|
Commission Advance Programs
CFO-governed rules, approvals, and exposure tracking for recoverable large-order commission advances.
Program Rule
Advance Request
Programs
Active and draft CFO advance policies.
| Name | Status | Active | Latest Version | Updated |
|---|
Advance Requests
CFO approval state and open advance exposure.
| Rep | Order | Customer | Requested | Approved | Max | Eligibility | State | Exposure | Actions |
|---|
Commission Draws
Scope-aware balances, activity, policies, and draw payments.
Company Draw Policies
Company Draw Payments
Monthly Commission FX Rates
| Currency | Payout Month | Rate To USD (editable) | Source Note (editable) |
|---|
Contract Library
Find and manage uploaded, imported, extracted, generated, draft, under-review, and active commission contracts and addendums.
Dashboard
Contract status, lifecycle next steps, source coverage, and available actions across the library.
| Contract | Rep | Template | Status | Effective Dates | Last Updated | Actions |
|---|
Drafting
Promote governance addendums first, or create a manual structured contract below.
Governance Addendum Drafts
Promote remediation addendum drafts into contract workflow.
| Draft | Assigned Rep | Type | Status | Action |
|---|
Manual Contract Creation
Create a structured draft from selected terms or an active template.
Templates
Reusable term bundles for structured contract drafts.
| Name | Key | Status | Terms | Actions |
|---|
Approvals & Signatures
Human-readable terms, effective period, approval history, and signer state for the selected contract.
Select a contract from Dashboard to review approvals and signatures.
Coverage
Authored contract coverage and direct access to applied rep terms. Manager view is team scoped; Finance/Admin view is company scoped.
| Rep | Role | Hire Date | Termination Date | Coverage | Contract | Contract Windows | Next Step | Actions |
|---|
Contract Review Dashboard
Operational review queue health, ingest status, extraction confidence, owner gaps, failed parses, and certification needs.
Queues
Facets
Recent Ingest Jobs
Cleanup Campaigns
Scoped dry-run remediation proposals, approval state, and repair audit history.
Campaigns
Campaign Detail
Upload Contract PDFs
PDF files only. Large contract files may take 1-3 minutes to process.
Contract Review Queue
Review uploaded contracts, extraction results, missing owners, failed parses, certification needs, and reparse follow-up.
| Document | Owner | Status | Payment Timing | Signals | Updated | Action |
|---|
Contract Review Workspace
Select a contract from the queue to review extraction, owner, and certification details.
Source Document Lifecycle
Secondary admin view for uploaded PDF lifecycle metadata, parsed source records, runtime eligibility, processing state, and historical evidence controls.
| ID | Original Filename | Rep / Person | Uploaded | Uploaded By | Lifecycle | Processing | Extraction | Runtime | Active Window | Superseded By | Action |
|---|
Document Detail
Select a source document.
Select a source document to view lifecycle metadata, processing history, and audit events.
Document Metadata
Owner Resolution
Runtime Safety
Lifecycle Actions
Archive excludes document from active runtime processing but preserves evidence/history. Restore returns documents to review without runtime eligibility. Activate makes the document runtime eligible inside its active window. Soft Delete hides document from normal admin views and excludes it from runtime processing; audit tombstone remains. Supersede keeps document available for historical explainability but prevents current runtime selection outside its effective window.
Processing History
Lifecycle Audit History
Persona Permissions / Feature Access
User Management
| ID | Full Name | Role | Persona | Manager | Manager Effective Date | Manager Change Reason | Hire Date | Termination Date | Active | Draft | Approve | Send | Company Sign | Set Password |
|---|